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Invesco Mortgage Capital
IVR

Overview Fund Activity

229 hedge funds and large institutions have $374M invested in Invesco Mortgage Capital in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 106 increasing their positions, 54 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-13
Holders Change %
-5.37%
% of All Funds
5.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
106
Reduced
54
Closed
56
Calls
$899K
Puts
$1.4M
Net Calls
-$502K
Net Calls Change
+$409K

Top Buyers

1
BlackRock
1
BlackRock
New York
$101M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$11.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.2M
4
State Street
4
State Street
Massachusetts
$20M
5
Ameriprise
5
Ameriprise
Minnesota
$8.34M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
2
UBS Group
2
UBS Group
Switzerland
$180K
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$2.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$134K -$32.2K -946 -19%
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$134K – – –
ASRS
128
Arizona State Retirement System
Arizona
$130K -$195K -5,714 -60%
SS
129
Simplicity Solutions
Minnesota
$125K +$62.1K +1,821 +99%
Capital Fund Management (CFM)
130
Capital Fund Management (CFM)
France
$119K +$119K +3,484 New
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$118K +$118K +3,465 New
XK
132
Xact Kapitalforvaltning
Sweden
$116K – – –
Stifel Financial
133
Stifel Financial
Missouri
$105K -$183K -5,293 -64%
ProShare Advisors
134
ProShare Advisors
Maryland
$105K -$73.5K -2,148 -41%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$102K -$99.3K -2,902 -49%
VRS
136
Virginia Retirement Systems
Virginia
$102K +$30.1K +880 +42%
SPC
137
Sigma Planning Corp
Michigan
$98K +$15.9K +464 +19%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$89K – – –
AB
139
Amalgamated Bank
New York
$86K +$4.28K +126 +5%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$82K -$721 -21 -0.9%
SIM
141
Sonora Investment Management
Arizona
$79K – – –
HSBC Holdings
142
HSBC Holdings
United Kingdom
$74K -$10.1K -293 -12%
6M
143
6 Meridian
Kansas
$72K -$103K -3,005 -59%
SCM
144
Symons Capital Management
Pennsylvania
$72K -$549 -16 -0.8%
CIBC Asset Management
145
CIBC Asset Management
Ontario, Canada
$71K +$5.83K +171 +9%
ECM
146
ETrade Capital Management
Virginia
$70K +$70K +2,056 New
LWM
147
Laidlaw Wealth Management
New York
$62K +$15.8K +465 +34%
RJA
148
Raymond James & Associates
Florida
$61K -$19K -553 -24%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$57K -$9.4K -278 -14%
CGH
150
Crossmark Global Holdings
Texas
$55K +$409 +12 +0.7%
4 5
6
7 8